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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,939 | $77,492+31.5% | $100,398+1.5% | $80,911+26.0% |
| Participation rate | 65.4% | 76.9%-11.6pp | 81.5%-16.1pp | 67.6%-2.3pp |
| Annual return | 11.57% | 37.23%-25.7pp | 49.32%-37.8pp | 35.63%-24.1pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,225 | $6,817-38.0% | $8,084-47.7% | $4,297-1.7% |
| Admin fee / account holder | $4,062 | $5,892-31.1% | $7,893-48.5% | $6,935-41.4% |